See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,059 | $64,707-59.7% | $112,228-76.8% | $68,494-62.0% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -20.17% | -11.40%-8.8pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $6,981 | $2,746+154.2% | $3,635+92.1% | $2,596+168.9% |
| Participant deferral / active EE | $2,443 | $3,565-31.5% | $4,728-48.3% | $4,027-39.3% |
| Admin fee / account holder | $1,041 | $5,232-80.1% | $6,410-83.8% | $5,403-80.7% |